Folio Institutional – FolioFN Download Module Available

It would be a bit of an understatement to call our clients “highly independent”, which is probably why we see more and more users exploring different custodial platforms. As our users seek new opportunity, we expand Advisors Assistant to provide new solutions. That’s why we’re happy to introduce our new Folio Institutional/ FolioFN Download Module. Users of Folio Institutional, whether through direct custody or in partnership with a money manager, can add this module to more efficiently power the portfolio management features of Advisors Assistant.